Hoese & Co’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Hoese & Co’s Portfolio SPTM Stock Details SPTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$247K	Hold	2,721	–	–	0.16%	40
2026 Q1	$215K	Hold	2,721	–	–	0.16%	35
2025 Q4	$224K	Hold	2,721	–	–	0.16%	36
2025 Q3	$219K	Hold	2,721	–	–	0.17%	37
2025 Q2	$204K	Hold	2,721	–	–	0.16%	40
2025 Q1	$185K	Hold	2,721	–	–	0.16%	29
2024 Q4	$194K	Buy	+2,721	New	+$196K	0.17%	28

Other funds holding SPTM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Hoese & Co's SPTM Position: Q2 2026 in Review

Hoese & Co held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 2,721 shares worth $247K. The position accounts for 0.16% of the portfolio, ranked #40.

Hoese & Co first reported a position in SPTM in Q4 2024 and has held it in 7 quarters since. 274 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Hoese & Co held 2,721 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $247K as of Q2 2026.
Hoese & Co left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.16% of Hoese & Co's portfolio in Q2 2026, its #40 holding.
Hoese & Co first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.